Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Otis Worldwide Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,142
- +20 vs. Q1 2021
- Shares held
- 359.4M
- −15.0M (−4.0%) vs. Q1 2021
- Total value
- $29.4B
- +$3.75B (+14.6%) vs. Q1 2021
- New holders
- 116
- 334 more added
- Sold out
- 96
- 485 more reduced
12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| South State Corp. | 6,558 | $536.0K | 0.05% | −1,645−20.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,636 | $535.0K | 0.01% | +385+6.2% | Added |
| Verdence Capital Advisors LLC | 6,524 | $533.0K | 0.07% | +6,524 | New |
| Holderness Investments Co | 6,489 | $531.0K | 0.18% | −167−2.5% | Reduced |
| Sky Investment Group LLC | 6,441 | $527.0K | 0.12% | −2,567−28.5% | Reduced |
| Bryn Mawr Trust Co | 6,431 | $525.0K | 0.02% | −28−0.4% | Reduced |
| First Hawaiian Bank | 6,350 | $520.0K | 0.02% | −1,156−15.4% | Reduced |
| Security National Bank of So Dak | 6,348 | $519.0K | 0.40% | −1,231−16.2% | Reduced |
| Corient Capital Partners, LLC | 6,341 | $519.0K | 0.04% | +508+8.7% | Added |
| Dividend Assets Capital, LLC | 6,244 | $511.0K | 0.10% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 6,225 | $509.0K | 0.41% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $509.0K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 6,213 | $508.0K | 0.07% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,208 | $508.0K | 0.01% | +5,850+1,634.1% | Added |
| Means Investment Co., Inc. | 6,183 | $506.0K | 0.10% | −54−0.9% | Reduced |
| Transform Wealth, LLC | 6,186 | $506.0K | 0.06% | +607+10.9% | Added |
| Investment Advisory Services Inc | 6,339 | $505.0K | 0.31% | +6,339 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,156 | $503.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 6,144 | $502.0K | 0.07% | +3,180+107.3% | Added |
| Kestra Private Wealth Services, LLC | 6,127 | $501.0K | 0.03% | +319+5.5% | Added |
| Donaldson Capital Management, LLC | 6,118 | $500.0K | 0.03% | −169−2.7% | Reduced |
| Segall Bryant & Hamill, LLC | 6,176 | $498.0K | 0.00% | −2,724−30.6% | Reduced |
| Grimes & Company, Inc. | 6,089 | $498.0K | 0.02% | −91−1.5% | Reduced |
| Shayne & Co., LLC | 6,023 | $493.0K | 0.28% | −48−0.8% | Reduced |
| Meridian Management Co | 6,002 | $491.0K | 0.14% | −54−0.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,001 | $491.0K | 0.13% | +338+6.0% | Added |
| HighPoint Advisor Group LLC | 5,999 | $491.0K | 0.05% | +1,047+21.1% | Added |
| Marino, Stram & Associates LLC | 6,001 | $491.0K | 0.13% | +6,001 | New |
| Fiduciary Group LLC | 5,392 | $490.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,954 | $487.0K | 0.05% | +425+7.7% | Added |
| Ativo Capital Management LLC | 5,864 | $480.0K | 0.20% | −280−4.6% | Reduced |
| Mutual Advisors, LLC | 5,841 | $478.0K | 0.03% | −1,055−15.3% | Reduced |
| Excalibur Management Corp | 5,824 | $476.0K | 0.22% | −17−0.3% | Reduced |
| Charter Trust Co | 5,777 | $472.0K | 0.04% | −92−1.6% | Reduced |
| Garrison Point Advisors, LLC | 5,761 | $471.0K | 0.34% | +97+1.7% | Added |
| Profund Advisors LLC | 5,749 | $471.0K | 0.02% | +171+3.1% | Added |
| Kingsview Wealth Management, LLC | 5,742 | $471.0K | 0.02% | +726+14.5% | Added |
| American Portfolios Advisors | 5,732 | $468.7K | 0.02% | +46+0.8% | Added |
| Worldquant Millennium Advisors LLC | 5,706 | $467.0K | 0.01% | −33,282−85.4% | Reduced |
| First City Capital Management, Inc. | 5,180 | $467.0K | 0.26% | −42−0.8% | Reduced |
| Capital City Trust Co | 5,691 | $466.0K | 0.14% | −1,139−16.7% | Reduced |
| Colonial Trust Advisors | 5,675 | $464.0K | 0.06% | 00.0% | Unchanged |
| swisspartners Ltd. | 5,658 | $463.0K | 0.33% | +19+0.3% | Added |
| Flputnam Investment Management Co | 5,631 | $460.0K | 0.02% | −42−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,597 | $458.0K | 0.01% | −35,867−86.5% | Reduced |
| Jackson Square Capital, LLC | 5,597 | $458.0K | 0.15% | +5,597 | New |
| Pitcairn Co | 5,566 | $456.0K | 0.03% | −92−1.6% | Reduced |
| KCM Investment Advisors LLC | 5,542 | $453.0K | 0.02% | −325−5.5% | Reduced |
| Fulton Bank, N.A. | 5,500 | $450.0K | 0.02% | −144−2.6% | Reduced |
| Exencial Wealth Advisors, LLC | 5,487 | $449.0K | 0.02% | +34+0.6% | Added |
| BBVA USA | 5,493 | $449.0K | 0.03% | +5,493 | New |
| Venture Visionary Partners LLC | 5,489 | $448.0K | 0.04% | −133−2.4% | Reduced |
| Collective Family Office LLC | 5,476 | $448.0K | 0.19% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,446 | $445.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,439 | $445.0K | 0.03% | +142+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,446 | $445.0K | 0.04% | +5,446 | New |
| Boston Trust Walden Corp | 5,430 | $444.0K | 0.00% | −50−0.9% | Reduced |
| Scharf Investments, LLC | 5,379 | $440.0K | 0.01% | −433,316−98.8% | Reduced |
| Bank of the West | 5,304 | $433.0K | 0.04% | −250−4.5% | Reduced |
| Bath Savings Trust Co | 5,290 | $433.0K | 0.05% | −232−4.2% | Reduced |
| Markston International LLC | 5,241 | $429.0K | 0.26% | −17,079−76.5% | Reduced |
| J.W. Cole Advisors, Inc. | 5,243 | $429.0K | 0.03% | +192+3.8% | Added |
| Bull Street Advisors, LLC | 5,197 | $425.0K | 0.23% | −94−1.8% | Reduced |
| Foster & Motley Inc | 5,176 | $423.0K | 0.04% | −52−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $422.0K | 0.02% | +10+0.2% | Added |
| Boston Financial Mangement LLC | 5,129 | $419.0K | 0.02% | −85−1.6% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,095 | $417.0K | 0.62% | +5,095 | New |
| Umb Bank N A | 5,055 | $413.0K | 0.01% | −125−2.4% | Reduced |
| Wetherby Asset Management Inc | 5,056 | $413.0K | 0.03% | +118+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 5,008 | $410.0K | 0.09% | −106−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,011 | $410.0K | 0.29% | −13−0.3% | Reduced |
| Gifford Fong Associates | 5,000 | $409.0K | 0.08% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 4,992 | $408.0K | 0.08% | −60−1.2% | Reduced |
| Wedbush Securities Inc | 4,971 | $406.0K | 0.02% | +1,010+25.5% | Added |
| NorthCoast Asset Management LLC | 4,945 | $404.0K | 0.01% | +50+1.0% | Added |
| SeaCrest Wealth Management, LLC | 4,937 | $404.0K | 0.05% | +253+5.4% | Added |
| Penobscot Investment Management Company, Inc. | 4,888 | $400.0K | 0.06% | −245−4.8% | Reduced |
| GYL Financial Synergies, LLC | 4,885 | $399.0K | 0.21% | −68−1.4% | Reduced |
| Peoples Financial Services Corp. | 4,847 | $396.0K | 0.17% | −9−0.2% | Reduced |
| McDonald Partners LLC | 4,835 | $395.0K | 0.09% | −84−1.7% | Reduced |
| Covington Capital Management | 4,800 | $392.0K | 0.02% | −135−2.7% | Reduced |
| Fishman Jay A Ltd | 4,783 | $391.1K | 0.05% | −4,282−47.2% | Reduced |
| Pointe Capital Management LLC | 4,776 | $391.0K | 0.28% | 00.0% | Unchanged |
| Lincoln National Corp | 4,782 | $391.0K | 0.01% | +264+5.8% | Added |
| First National Trust Co | 4,751 | $389.0K | 0.02% | −1,275−21.2% | Reduced |
| 1st Source Bank | 4,748 | $388.0K | 0.02% | −37−0.8% | Reduced |
| Meristem Family Wealth, LLC | 4,747 | $388.0K | 0.06% | +4,747 | New |
| Empirical Finance, LLC | 4,734 | $387.0K | 0.06% | +720+17.9% | Added |
| Private Capital Group, LLC | 4,724 | $386.0K | 0.09% | −81−1.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,709 | $385.0K | 0.09% | +624+15.3% | Added |
| Warther Private Wealth, LLC | 4,694 | $385.0K | 0.37% | +4,694 | New |
| Carroll Financial Associates, Inc. | 4,703 | $384.0K | 0.02% | −165−3.4% | Reduced |
| Compton Capital Management Inc | 4,645 | $380.0K | 0.11% | −210−4.3% | Reduced |
| Azimuth Capital Management LLC | 4,637 | $379.0K | 0.02% | −188−3.9% | Reduced |
| Sageworth Trust Co | 4,634 | $379.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 4,637 | $379.0K | 0.02% | +4,637 | New |
| Enterprise Financial Services Corp | 4,624 | $378.0K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,610 | $377.0K | 0.17% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,600 | $376.0K | 0.01% | +1,152+33.4% | Added |
| Pictet Bank & Trust Ltd | 4,600 | $376.0K | 0.21% | +4,600 | New |